See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Account maintenance fees; Claims proc... | $9,934 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,519 | $46,292-34.1% | $143,757-78.8% | $64,808-52.9% |
| Participation rate | 65.9% | 64.2%+1.7pp | 80.3%-14.4pp | 71.5%-5.6pp |
| Annual return | -12.45% | -10.05%-2.4pp | -0.04%-12.4pp | 32.82%-45.3pp |
| Employer contribution / active EE | $1,215 | $1,910-36.4% | $4,951-75.5% | $2,506-51.5% |
| Participant deferral / active EE | $1,804 | $2,646-31.8% | $5,637-68.0% | $4,310-58.1% |
| Admin fee / account holder | $16 | $154-89.9% | $14,673-99.9% | $188-91.7% |